Our firm culture emphasizes a fierce dedication to practicing our investment discipline and an unwavering commitment to our clients. Firm associates invest in the same securities held in client accounts, thus never losing sight of the fact that we have been entrusted to manage money that often has been earned over a lifetime of hard work.
Firm History
CEO and President Jeffrey Geygan began his investment career in 1987. In 2007, he founded Milwaukee Private Wealth Management, Inc. to address the needs of individual investors after serving as a vice president and portfolio manager at two leading global broker-dealers. In 2015, to reflect the firm’s growth and the evolution of its investment research, Milwaukee Private Wealth Management reorganized as Global Value Investment Corp. Since then, the firm has opened offices in Boston, MA; Charleston, SC; and Hyderabad, India. Global Value Investment Corp. associates are dedicated to furthering the shared objectives of the firm and its clients. As the firm has evolved, its commitment to disciplined, value-oriented investment principles has anchored its philosophy and rewarded its stakeholders.
Global Value Investment Corp. is headquartered in Milwaukee, WI. The firm is 100% employee-owned.
Firm Structure
Global Value Investment Corp. is organized into four business lines, each of which serves the unique needs of a different clientele.
Milwaukee Institutional Asset Management provides portfolio management services to institutional clients in a separate account format as a subadvisor or third-party advisor.
Milwaukee Private Wealth Management provides investment advisory services to individuals, families, and organizations.
Global Value Partners engages in sophisticated investment strategies designed to effect operational changes at target companies with the objective of substantial capital appreciation.
Global Value Research Company performs initial and ongoing investment analysis on equity and debt securities included in client portfolios, as well as disseminates the firm’s investment research in written reports. This division also includes the firm’s India subsidiary, GVRC India Private Limited.